Year: 2024

FUNDS MTD YTD 12 M 5Y Accum Altex Momentum 9.54% 24.24% 32.16% 56.76% Altex Quality 13.16% 28.31% 34.11% 79.03% Altex Prudent Growth 14.82% 20.72% 31.00% 64.99% Altex Tactical 2.79% -0.67% N/A N/A This month’s numbers are dazzling. Record monthly performance for Altex Prudent Growth (+14.82%). Second best month for Altex…

Monthly report of our funds as at 31 October 2024. FUNDS MTD YTD 12 M 5Y Accum Altex Momentum 1.44% 13.43% 24.64% 43.9% Altex Quality 0.83% 13.4% 22.77% 60.89% Altex Prudent Growth -0.43% 5.14% 20.31% 45.59% Altex Tactical -3.06% -3.37% N/A N/A Our funds performed well in a tough month…

Monthly report of our funds as of September 30, 2024 FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum -0.44% 11.82% 21.30% 43.77% Altex Quality 0.71% 12.46% 20.62% 63.32% Altex Prudent Growth -0.92% 5.60% 14.24% 47.28% Altex Tactical -3.96% -0.32% N/A N/A This month marks two years since we began…

Monthly report of our funds as of August 31, 2024 FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum 2.55% 12.31% 18.75% 42.94% Altex Quality 0.79% 11.67% 15.24% 65.92% Altex Prudent Growth 3.49% 6.59% 13.27% 44.98% Altex Tactical -0.24% 3.79% N/A N/A   August Highlights: Strong Performance in a Volatile…

Monthly report of our funds as of July 31, 2024   FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum 1,47%  9,52%  14,96%  34,61%  Altex Quality 0,41%  10,80%  14,26%  58,79%  Altex Prudent Growth -4,15%  2,99%  2,72%  35,88%  Altex Tactical -1,25%  4,04%  N/A  N/A    July has been a more favorable…

Monthly report of our funds as of June 30, 2024   FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum 2.23% 7.93% 14.59% 34.51% Altex Quality 4.21% 10.35% 16.05% 63.41% Altex Prudent Growth 6.08% 7.45% 8.76% 45.47% Altex Tactical 2.02% 5.36% N/A N/A Another good month for our funds, with…

Monthly report of our funds as of May 31, 2024 FUNDS MTD YTD 12 months  5 years(cumulative) Altex Momentum 0.79% 5.58% 18.94% 32.57% Altex Quality 0.49% 5.89% 14.01% 64.25% Altex Prudent Growth -0.64% 1.29% 8.21% 39.11% Altex Tactical 3.97% 3.27% N/A N/A The US stock market and bonds recovered in…

Monthly report of our funds as of 30 April 2024 FUNDS MTD YTD 12 months 5 years cumulative Altex Momentum  -4.80% 4.75% 15.86% 29.81% Altex Quality  -4.80% 5.37% 18.28% 55.69% Altex Prudent Growth  -7.29% 1.94% 9.03% 37.49% Altex Tactical -3.10% -0.67% N/A N/A   The correction we anticipated in March…

Monthly report of our funds as at 31 March 2024    FUNDS  MTD  YTD  12 months  5 years  (cumulative)  Altex Momentum   1.15%  10.04%  21.26%  37.46%  Altex Quality   0.61%  10.69%  23.96%  70.73%  Altex Prudent Growth   2.50%  9.96%  16.34%  49.36%  Altex Tactical  0.46%  2.51%  N/A  N/A     March was another good month…

Monthly report of our funds as of February 29, 2024 FUNDS MTD YTD 12 months 5 years(cumulative) Altex Momentum 4.64% 8.78% 21.06% 35.04% Altex Quality 4.86% 10.01% 29.38% 71.91% Altex Prudent Growth 6.02% 7.27% 21.06% 47.22% Altex Tactical 2.20% 2.04% N/A N/A February was a strongly bullish month for stock…